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tawathav

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Access 2010 Form - Navigate to specific record & add new custom ID

Hello-

I have an access database attached below and I want to be able to add new records and edit existing records. I have a form called frm_projects. On this form, I have a add project button and lookup project button. I need to have custom tracking IDs. For example I have multiple "categories" such as east, west, south, etc.. I need to be able to store a custom tracking ID such as EST01, if east is selected. The next record would then be EST02 if a new one was added.

Could someone give me some guidance on how to go about doing this?

Also, I need to figure out how to link the Project Information to the Savings Information.

Any help would be greatly appreciated!
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Sheils
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I can't download your db so can't see the table structure. But I'd suggest that you simply use the records ID and the category for tracking.

You will need a table category with fields: category ID;Category

In your project record you would have a catergory field that looks up to the category table.

So if you run a query where recordID=X and Catergory=East you should be able to track the record
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I would suggest you to use the category ID and not the values, and rather to split to 3 tables tblCategory, tblSubcategory, tblTertiaryCategory.

And to answer you first question
You should add new field in tbl_projects CustomID, and by Form_BeforeUpdate event you should write
   Dim MaxID As Long
   MaxID = Nz(DMax("Right(CustomID,3)", "tbl_projects", "Category='" & Me.CategoryCombo & "'"), 0)
   If IsNull(Me.CustomID) Then
      Me.CustomID = DLookup("Abbreviation", "tbl_categories", "Category='" & Me.CategoryCombo & "'") & Format(MaxID + 1, "000")
   End If

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tawathav

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I can't get this to work. Any other suggestions? Can you show me an example?
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Gozreh
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Thank you Gozreh! Exactly what I wanted. Any idea how to lookup an initiative and navigate to the record for editing. Basically users will need to add new records and have the ability to edit existing records.
You can add a combobox with all records, and then set the bookmark to that record the user selected.

http://msdn.microsoft.com/en-us/library/office/ff835682.aspx
Like on a pop up form or just on the form. I was looking to use the add initiative button. Thought this would easier for the end users. Maybe not...
on the form will be easier for you to design, but you can also do it with a dialog form, depends what you want
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